The Project

Discovery with Client

The initial discovery with the client, the MacGowans, went as follows. They are looking for a simple home theater option. They entertain on their covered porch frequently so they would like audio there as well. Their budget is right around $25,000. They bought the house new five years ago and believe that they can obtain the AutoCAD file of the floor plan from the builder. After the initial discovery, Franz made the initial sketch of the systems that only he and one other person can read:

Not being particularly skilled at drawing, Franz asked Laura to make a better sketch of the systems:

Work now begins on the proposal by starting a Project in SI 5.

Creating the Project

Franz launches SI 5 and is prompted to login:

The SI 5 Navigator opens and the Start tab displays. Click the “Create a new project” link.

The ten step wizard for creating a new SI 5 Project will open to step one. He proceeds to fill in information for each of the ten steps. He wisely consults the “Creating an SI 5 Project” section of the SI 5 User’s Guide.

Step 1: Project Name and Staff Assignments

Step 2: Site Address

Step 3: Billing Address

Step 4: Project Contacts

Step 5: Scope Of Work

Step 6: Location Types

Step 7: Define Locations

Step 8: Define Zones

See the “SI 5 User Guide” for ideas on how to use Zones. In this case Zones are used to define systems or subsystems.

Step 9: Contract Percentages

It was decided that since this is a small project, they are going to bill for it as 50% Initial payment and the remainder upon completions of work.